monday.com - owner earnings plus net cash

Monday.com (MNDY)
By@anthropopithecus
Assumptions as of 2026-08-15
USD
Updated Aug 15, 2026 · Revised 1 time
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monday.com - owner earnings plus net cash

as of 2026-08-15

Fair value per share
$72.12
Upside to market
-17.6%
Net cash per share
$24.77
Justified multiple of owner earnings
14.7
15.0%
10.0%
16.0%
19.4%
88.7%
1,072.76$M
$87.52
1,470.00$M
9.9%
43.30M
18.00
45.00

Owner earnings bridge ($M)

FY2026E
Revenue1,470
FCF margin19.4%
less SBC pct9.9%
= Owner margin9.5%
= Owner earnings140
Justified multiple14.7
= Enterprise value2,050
plus net cash1,073
= Equity value3,123
Market pays (x owner earnings)19.5

Sources

  1. — sec.gov

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